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Old Mutual Albaraka Balanced Fund B1 (0P0000ZLF4)
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22/11 - Closed. Currency in ZAR
- Morningstar Rating:
- Total Assets: 5.32B
Type:
Fund
Market:
South Africa
Issuer:
Old Mutual Unit Trust Mgrs
ISIN:
ZAE000179271
Asset Class:
Equity
Old Mutual Albaraka Balanced Fund B1
4.063
+0.010
+0.25%
- Overview
- Profile
- Historical Data
- Holdings
0P0000ZLF4 Overview
On this page you'll find an in-depth profile of Old Mutual Albaraka Balanced Fund B1. Learn about the key management, total assets, investment strategy and contact information of 0P0000ZLF4 among other information.
Investment Strategy
The main objective of the portfolio is to seek steady long term capital growth with a moderate level of income to the investor, through a diversified asset class exposure of Equity and Non-Equity securities. Investments will consist of equities listed on South African as well as other exchanges, assets in liquid form, non-equity securities and participatory interests in other portfolios of schemes registered in the RSA or of participatory or of any other form of participation in portfolios of collective investment scheme in securities of other similar schemes permitted by the Shari’ah Standards of the Accounting and Auditing Organization for Islamic Financial Institutions (AAOIFI). The Investments of the portfolio will comply with Prudential Investment Guidelines as contained in the Pension Fund Act. The Manager may invest in financial instruments in accordance with the manner, limits and conditions as determined by CISCA and the Shari’ah Standards of the AAOIFI.
Contact Information
Address
7405
Cape Town,
South Africa
Cape Town,
South Africa
Phone
+27 (0)21 503 1770
Fax
+27 (0)21 509 7100
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Fawaz Fakier | Portfolio Manager | 2022 | Now |
| Biography | Fawaz joined the Quantitative Investments Team within Customised Solutions in 2015. He is involved in portfolio management across the full spectrum of funds. He is also involved in quantitative analysis, product development and research. He serves as a consultant to the Indexation team on an offshore mandate and is involved in certain aspects of the business. Fawaz joined Customised Solutions’ Old Mutual Global Index Trackers in February 2013 as an Investment Analyst, where he was responsible for local and international portfolio management, optimisation and implementation. He was also involved in various research projects and product development. Prior to joining Customised Solutions, Fawaz was a Quantitative Analyst within the Risk Research Division at Old Mutual Investment Group for more than a year. He started his asset management career as a Client Relationship Manager at Oasis Group Holdings, and later joined MetAm, where he moved through the ranks in various roles ranging from the Valuations team, to a Hybrid and Structured Investments specialist and eventually the Investment Risk team. Fawaz has nine years of work experience in the investment industry. | ||
| Maahir Jakoet | Portfolio Manager | 2022 | Now |
| Biography | Maahir is responsible for the management of portfolios, improving the investment process and the proactive and professional engagement with clients and service providers. He also conducts research and analysis in the team. Working in the Old Mutual Investment Group portfolio implementation team gave him great exposure to all aspects of both domestic and international investing. He also has a remarkable understanding of investment processes, trading, benchmarks, client mandates and compliance. Maahir attended an Investment Bank internship at JP Morgan Chase. He was also a Quants analyst at Riscura prior to joining the Old Mutual Investment Group Portfolio Implementation Team. Responsibilities included: Portfolio monitoring, implementing trades across various boutiques and ensuring client mandates are correctly applied (Statutory and Internal). He has four years industry experience and three years’ experience at Old Mutual Investment Group. | ||
| Saliegh Salaam | Co-Head | 2010 | 2022 |
| Biography | Saliegh Salaam was appointed Head of Equities at Futuregrowth in November 2006. In February 2007, Mr. Salaam was appointed as the fund manager of Futuregrowth Albaraka Equity Fund. Before working at Futuregrowth, he worked for African Harvest Fund Managers and Investec Asset Management. He was one of the founding members of African Harvest Fund Managers, and worked for 8 years. His experience spans fund management, equity analysis and dealing. | ||
| Warren McLeod | Portfolio Manager | 2010 | 2019 |
| Biography | Warren is responsible for constructing and managing portfolios. In addition to these responsibilities, he is accountable for quantitative research, which is paramount to the success of the boutique’s strategies. He was appointed as a Quantitative Analyst in 1998 and participated in quantitative research and building quantitative models. He worked closely with Old Mutual Investment Group’s chief asset allocation strategist. Warren then joined the quantitative and risk unit when it was formed. He was responsible for the investment risk management and his duties included building quantitative models at a security level, risk management and quantitative research of all Old Mutual Investment Group’s clients/products. | ||
| Grant Watson | Portfolio Manager | 2010 | 2019 |
| Biography | Grant has 17 years of financial markets experience encompassing proprietary trading in currencies, equity derivatives, and hedge fund management. He has been with Futuregrowth Asset Management since 2004, which was acquired by OMIGSA in 2008. He manages various quantitative funds in the hedge funds; absolute return and long space. At OMIGSA – Quantitative Investments, Grant shares joint responsibility for driving the investment process; developing and implementing the Quantitative Investments boutique strategy and creating an enabling environment for the investment team to excel. Grant considers innovation, intuition and optimism as his key assets. | ||
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